James C. Morris, Jr., P.C. assists clients with evaluating the various options for administering estates and trusts.
Every situation requires a unique strategy to minimize creditors and maximize the value of the assets. This includes determining whether probating the will is the best choice. We work with the family to develop a plan to minimize the liability risks to the Executor while maximizing the distributions to the heirs.
We also provide post mortem strategies for families to minimize estate and income taxes.
As part of the probate services, we assist the Executor and Trustee to ensure that all duties have been properly completed such as preparation of tax returns, settling final accounts, and transferring assets without recourse.